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Disclosery

IOO ISHARES TR

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SHS (fund)

313 managers (318 13F filers) reported a position in IOO shares at 2025-09-30, 44,903,352 shares in all. 28 filers opened a position and 26 filers sold out during the quarter.

Managers
313
13F filers
318
New
28
Added
81
Reduced
112
Sold out
26
Shares held by filers
44,903,352

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.27,836,032$3.34B0.06%+450,21913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,828,612$339M0.23%-74,27413F-HRTimelineGroup
Annex Advisory Services, LLC1,342,494$161M3.43%-79,64713F-HRTimeline
LPL Financial LLC1,084,544$130M0.04%+169,98413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY970,578$116M0.01%+51,72613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/844,798$101M0.01%+11,54913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC657,915$79M0.03%+5,82613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…418,444$50.2M0.64%+80,28113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding390,689$46.9M-8,172Timeline
UBS Group AGin group UBS Group AG380,833$45.7M0.01%+16,37513F-HRTimelineGroup
Cetera Investment Advisers374,377$44.9M0.05%+257,04813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA334,465$40.1M0.01%+34,62313F-HRTimelineGroup
Amplius Wealth Advisors, LLC330,257$39.6M3.43%-786,02413F-HRTimeline
Modern Wealth Management, LLC316,377$38M0.75%-57013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC288,314$34.6M0.01%+12,84813F-HRTimelineGroup
MATHER GROUP, LLC.265,501$31.9M0.32%-12,07613F-HRTimeline
Empowered Funds, LLC263,694$31.6M0.32%new13F-HRTimeline
MML INVESTORS SERVICES, LLC229,464$27.5M0.07%-14,34013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN216,390$26M0.01%+57,25713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200,039$23.5M0.03%+36,37213F-HRTimelineGroup
SCOTIA CAPITAL INC.160,176$19.2M0.08%+2,02513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding157,521$18.9M-37,507Timeline
CITIGROUP INCin group CITIGROUP INC149,514$17.9M0.01%+4,10313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC146,538$17.6M0.02%-33,86713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…139,996$17M0.03%-6,06013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/132,539$15.9M0.01%-60813F-HRTimelineGroup
Asset Allocation Strategies LLC131,992$15.8M3.14%-4,78513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.128,100$15.4M0.11%+10,24413F-HRTimelineGroup
Flagship Private Wealth, LLC118,047$14.2M5.69%+51713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC105,983$12.7M0.79%-30013F-HRTimeline
OLD NATIONAL BANCORP /IN/104,177$12.5M0.21%+10,66113F-HRTimeline
Hudock, Inc.101,997$12.2M1.86%-85713F-HRTimeline
Certified Advisory Corp99,428$11.9M1.13%+3,06313F-HRTimeline
Federation des caisses Desjardins du Qu…98,088$11.8M0.05%-2,35213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth95,747$11.5M0.02%+1,02313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP96,485$11.5M0.01%+10,46813F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.95,619$11.5M4.83%+1,84013F-HRTimeline
Twelve Points Wealth Management LLC94,006$11.3M2.81%+56,78913F-HRTimeline
Cambridge Investment Research Advisors,…87,724$10.5M0.03%+3,47013F-HRTimeline
Mariner, LLCin group Mariner, LLC86,238$10.3M0.01%+1,13613F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP86,177$10.3M0.64%-1,98413F-HRTimeline
Sigma Planning Corp80,746$9.69M0.28%-22,48413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding76,136$9.14M-23,498Timeline
Bluesphere Advisors LLC75,456$9.06M4.15%-1,84513F-HRTimeline
Alexis Investment Partners, LLC73,338$8.75M3.52%-10,88313F-HRTimeline
CIBC WORLD MARKET INC.67,710$8.13M0.02%+78613F-HRTimeline
Integrated Wealth Concepts LLC60,037$7.21M0.06%+5,02813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP58,810$7.01M0.01%-8,20613F-HRTimeline
NFSG Corp56,797$6.82M1.02%-81313F-HRTimeline
Capital Advisors, Ltd. LLC50,223$6.03M0.68%-19213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…50,086$6.01M0.13%+95213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.48,542$5.83M0.27%-76313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC45,797$5.5M0.33%+84713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44,920$5.39M0.01%-4,39413F-HRTimelineGroup
Private Advisor Group, LLC44,529$5.34M0.03%+29513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED44,043$5.29M0.4%-4,83613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO43,980$5.28M0.03%-1,26513F-HRTimelineGroup
180 WEALTH ADVISORS, LLC43,882$5.27M0.64%+76213F-HRTimeline
FAGAN ASSOCIATES, INC.40,912$4.91M0.68%-22013F-HRTimeline
Janney Montgomery Scott LLC40,136$4.82M0.01%-21913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,064$4.69M<0.01%-213F-HR/ATimelineGroup
Whelan Financial37,384$4.49M1.42%-8713F-HRTimeline
Perigon Wealth Management, LLC36,402$4.37M0.09%-1,51813F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH34,698$4.16M1.24%013F-HRTimeline
Connecticut Wealth Management, LLC34,228$4.11M0.18%-31013F-HRTimeline
Bleakley Financial Group, LLC33,292$4M0.09%+3,75113F-HRTimeline
Gladstone Institutional Advisory LLC32,187$3.86M0.15%-3,00213F-HRTimeline
Christensen, King & Associates Investme…30,401$3.65M1.57%+12513F-HRTimeline
Powell Investment Advisors, LLC29,282$3.51M1.23%-8213F-HRTimeline
Focus Financial Network, Inc.28,784$3.45M0.12%+26,09813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV27,871$3.34M0.22%-2,09913F-HRTimeline
IEQ CAPITAL, LLC26,826$3.22M0.01%013F-HRTimeline
GLOBALT Investments LLC / GA26,355$3.16M0.12%013F-HRTimeline
Global Retirement Partners, LLC26,040$3.13M0.07%+6,60513F-HRTimeline
Vickerman Investment Advisors, Inc.25,458$3.06M0.62%-52013F-HRTimeline
HARBOUR INVESTMENTS, INC.25,008$3M0.07%+2,20113F-HRTimeline
Rathbones Group PLC24,540$2.95M0.01%+31513F-HRTimeline
HighTower Advisors, LLC23,485$2.82M<0.01%+15713F-HRTimeline
FMR LLCin group FMR LLC23,317$2.8M<0.01%-35113F-HRTimelineGroup
LWM Advisory Services, LLC23,132$2.78M1.62%+1,10213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,575$2.59M0.01%-1,68313F-HRTimelineGroup
Meridian Wealth Management, LLC20,923$2.51M0.1%-17,64213F-HRTimeline
TD Waterhouse Canada Inc.20,681$2.5M0.02%-70413F-HRTimeline
Donoghue Forlines LLC19,610$2.35M0.73%-2,33013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC19,587$2.35M1.14%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,566$2.35M<0.01%+3013F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC19,321$2.32M0.86%new13F-HRTimeline
Curbstone Financial Management Corp18,880$2.27M0.44%013F-HRTimeline
Steward Partners Investment Advisory, L…18,805$2.26M0.01%-23013F-HRTimeline
Legacy Advisory Services, LLC18,481$2.22M1.67%-2113F-HRTimeline
Farther Finance Advisors, LLC18,047$2.17M0.03%+17,84313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,370$2.08M<0.01%-2813F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…17,106$2.04M<0.01%-1,49813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,960$2.04M<0.01%+26613F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding16,927$2.03M+8,259Timeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)16,800$2.02M0.02%013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding16,213$1.95M+12Timeline
SAGESPRING WEALTH PARTNERS, LLC15,871$1.9M0.04%+1,42713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,312$1.84M<0.01%+1,15813F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC15,137$1.82M0.59%+67713F-HRTimeline
Hidden Cove Wealth Management, LLC15,037$1.8M1.19%-12,86913F-HRTimeline
Onyx Bridge Wealth Group LLC15,036$1.8M0.2%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.14,937$1.79M0.87%+1113F-HRTimeline
Fortis Group Advisors, LLC14,192$1.79M0.31%-68813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,691$1.76M<0.01%+12413F-HRTimelineGroup
Waverly Advisors, LLC14,463$1.74M0.02%+3,32513F-HRTimeline
Retirement Planning Group, LLC14,423$1.73M0.06%+25013F-HRTimeline
Qube Research & Technologies Ltd14,154$1.7M<0.01%+4,95813F-HRTimeline
Creekside Partners13,441$1.61M0.71%013F-HRTimeline
Creative Planningin group Creative Planning13,309$1.6M<0.01%-2113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV13,287$1.59M<0.01%+63713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,894$1.55M0.71%+10813F-HRTimeline
Montis Financial, LLC12,770$1.53M0.35%013F-HRTimeline
GeoWealth Management, LLC12,764$1.53M0.06%new13F-HRTimeline
Geneos Wealth Management Inc.12,580$1.51M0.04%+1,80513F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC12,441$1.49M0.9%-1,85013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,885$1.43M<0.01%+2,50113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,539$1.38M0.02%+75313F-HRTimelineGroup
Drake & Associates, LLC10,906$1.36M0.29%-1,24913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,175$1.34M0.06%-17013F-HRTimeline
Visionary Wealth Advisors10,901$1.31M0.06%-10,48813F-HRTimeline
Chicago Partners Investment Group LLC10,132$1.27M0.03%-4013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,385$1.25M0.02%-7013F-HRTimelineGroup
Main Street Financial Solutions, LLC10,374$1.24M0.08%-19813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK12,489$1.24M0.11%013F-HRTimeline
Ausdal Financial Partners, Inc.10,314$1.24M0.06%+1,69113F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,115$1.21M0.03%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC10,062$1.21M0.04%013F-HRTimeline
Kingsview Wealth Management, LLC9,957$1.19M0.02%-3113F-HRTimeline
EWG Elevate Inc.9,278$1.11M0.35%new13F-HRTimeline
World Investment Advisors9,130$1.1M0.02%-7813F-HRTimeline
KPP Advisory Services LLC9,051$1.09M0.16%-15513F-HRTimeline
Merit Financial Group, LLC9,039$1.08M0.01%-10,80013F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,015$1.08M0.06%+5,62013F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.8,718$1.05M0.77%-8213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,632$1.04M<0.01%-109,04713F-HRTimelineGroup
Bright Futures Wealth Management, LLC.8,628$1.04M0.81%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,401$1.01M<0.01%-10313F-HRTimelineGroup
Evolution Wealth Advisors, LLC8,254$991K0.13%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,208$985K<0.01%-14213F-HRTimelineGroup
RFG Advisory, LLC8,191$983K0.02%+7613F-HRTimeline
Matrix Trust Co7,974$957K0.15%-55513F-HRTimeline
First Heartland Consultants, Inc.7,906$949K0.08%+513F-HRTimeline
Fortitude Family Office, LLC7,800$936K0.25%013F-HRTimeline
BCS Wealth Management7,673$921K0.21%013F-HRTimeline
Three Cord True Wealth Management, LLC7,652$918K0.62%-38513F-HRTimeline
DMKC Advisory Services, LLC7,644$917K0.47%013F-HRTimeline
Avior Wealth Management, LLC7,580$910K0.03%-56113F-HRTimeline
Beacon Pointe Advisors, LLC7,278$873K0.01%+3,04313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,269$872K0.01%+2713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,218$866K<0.01%+1,05513F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,082$850K0.28%+21913F-HRTimeline
Arkadios Wealth Advisors6,520$782K0.02%013F-HRTimeline
Legacy Financial Strategies, LLC6,518$782K0.14%013F-HRTimeline
Golden State Wealth Management, LLC6,374$765K0.08%-4,68513F-HRTimeline
Ifrah Financial Services, Inc.6,290$755K0.2%-6613F-HRTimeline
Financial Freedom, LLC6,289$755K0.38%+23713F-HRTimeline
WEDBUSH SECURITIES INC6,082$730K0.02%-24213F-HRTimeline
HBW ADVISORY SERVICES LLC6,033$724K0.08%-2,44913F-HRTimeline
Mirador Capital Partners LP5,869$704K0.1%-60013F-HRTimeline
NewEdge Advisors, LLC5,478$657K<0.01%-3913F-HRTimeline
Glenmede Investment Management, LP5,399$648K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,371$645K0.01%+37013F-HRTimelineGroup
MidAtlantic Capital Management, Inc.5,331$640K0.44%013F-HRTimeline
HHM Wealth Advisors, LLC5,106$613K0.07%013F-HRTimeline
BigSur Wealth Management LLC5,076$609K0.15%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…5,061$607K0.21%-27113F-HRTimelineGroup
WHITTIER TRUST CO5,000$607K0.01%013F-HRTimeline
UNIQUE WEALTH, LLC5,021$603K0.09%+9913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,006$601K0.23%-97813F-HRTimeline
Parallel Advisors, LLC4,959$595K0.01%013F-HRTimeline
Weaver Consulting Group4,916$590K0.15%013F-HRTimeline
Orion Porfolio Solutions, LLC4,897$588K<0.01%+1,59813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,706$565K<0.01%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,700$564K<0.01%new13F-HRTimeline
NTV Asset Management LLC4,630$556K0.06%-80013F-HRTimeline
WPWealth LLP4,610$553K0.09%013F-HRTimeline
BlackDiamond Wealth Management, LLC4,438$533K0.29%+1,05013F-HRTimeline
MONTAG A & ASSOCIATES INC4,400$528K0.02%013F-HRTimeline
FIRST COMMUNITY TRUST NA4,204$505K0.39%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,202$504K0.02%+91613F-HRTimelineGroup
Secure Asset Management, LLC4,125$499K0.08%+71213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,068$488K<0.01%+85513F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC4,042$485K0.06%013F-HRTimeline
Mascagni Wealth Management, Inc.3,988$479K0.37%+8413F-HRTimeline
MAI Capital Management3,957$475K<0.01%-22413F-HRTimeline
Cape Investment Advisory, Inc.3,858$463K0.46%-913F-HRTimeline
COMERICA BANK3,677$441K<0.01%-12013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,580$430K0.01%-6513F-HRTimeline
Sowell Financial Services LLC3,545$425K0.02%-1,03813F-HRTimeline
CHOREO, LLC3,538$425K0.01%-6713F-HRTimeline
Vawter Financial, Ltd.3,500$420K0.19%new13F-HR/ATimeline
Klingman & Associates, LLC3,475$417K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,463$416K<0.01%-17713F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC3,420$410K0.03%+26013F-HRTimeline
LongView Wealth Management3,365$404K0.11%+17013F-HRTimeline
Per Stirling Capital Management, LLC.3,339$401K0.05%-1113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,317$398K0.02%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,289$395K0.01%-18713F-HRTimeline
SFMG, LLC3,272$393K0.03%013F-HRTimeline